Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $61,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,027 | $74,706-45.1% | $75,714-45.8% | $79,391-48.3% |
| Participation rate | 66.5% | 75.3%-8.8pp | 74.8%-8.3pp | 70.7%-4.2pp |
| Annual return | 22.44% | 18.52%+3.9pp | 104.62%-82.2pp | 116.88%-94.4pp |
| Employer contribution / active EE | $1,145 | $2,590-55.8% | $2,744-58.3% | $2,428-52.8% |
| Participant deferral / active EE | $2,086 | $3,533-41.0% | $3,820-45.4% | $4,046-48.4% |
| Admin fee / account holder | $10 | $374-97.2% | $3,619-99.7% | $627-98.3% |